Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,906 | $138,076-13.2% | $123,553-3.0% | $135,380-11.4% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -6.73% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $805 | $5,152-84.4% | $4,628-82.6% | $4,779-83.1% |
| Participant deferral / active EE | $3,922 | $6,800-42.3% | $6,426-39.0% | $5,609-30.1% |
| Admin fee / account holder | $25 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |